Refinance Order Form

WANT EASIER FORMS? SELECT THE LINK TO THE LEFT "REQUEST USERNAME/PASSWORD" TO REGISTER FOR PAPERLESS CLOSER AND GET ACCESS TO DIFFERENT FORMS, AND ALSO BE ABLE TO TRACK PROGRESS ON YOUR ORDER FROM START THROUGH CLOSING.

OR YOU CAN COMPLETE AND SUBMIT THE FORM BELOW TO PLACE YOUR ORDER.

Person Placing Order

Full Name *

Company *

Loan/File Number *

Enter your company loan/file number here. If one has not been assigned enter not available.

Phone *

Email *

Fax

Ordered By *

Additional Information & Endorsements

Anticipated Closing Date

Month

Day

Year

Loan Amount $

Type of Order *

Type of Loan

Certificate of Title

Yes

No

Lien Search Current Owner

Yes

No

Policies and Endorsements

Loan Policy

Owners policy

EPL 8.1

ALTA 9

Condo

PUD

ARM

Special Tax Search

Construction

Mortgage Location Survey

Survey Coverage

Number of trips for location survey

Enter None if no survey is required.

Additional Endorsements or Instructions

Enter Additional Endorsements or other information regarding policies or requirements.

Send Preliminary HUD

Prior Survey

Please email or fax copies as soon as possible.

Prior Policy

Please email or fax copies as soon as possible.

Property Information

Address *

Enter N/A if no address is available.

City *

State *

Zip *

County *

Tax Parcel ID#

Additional Tax Parcel ID#

Legal Description

Type of Property

Borrower Information

Borrower Hold Title *

Trust or Company Name, if applicable

Enter legal name of Trust or Corporation or LLC here.

Name of trustees or names of officers and title, if applicable

Enter names of Trustees here. If Corporation or LLC enter names and titles of persons signing.

Full Name *

Enter name of first Borrower. If Trust or Corporation or LLC enter name of the first person to sign on their behalf.

Marital Status *

Borrower

Spouse *

Enter name of Spouse. If not married or does not apply enter N/A

Address *

Borrower

City *

State *

Zip *

Phone *

Borrower

Email

Borrower

Fax

Co-Borrower Information

Full Name

Enter name of Co-Borrower. If none enter N/A. If Corporation of LLC enter name of second person signing.

Marital Status

Spouse

Enter N/A if not applicable

Address

Co-Borrower

City

State

Zip

Phone

Co-Borrower

Email

Co-Borrower

Fax

Co-Borrower

Additional Borrowers

Additional Borrowers and their information

Payoff Information

Payoff Lender 1

First mortgage company to payoff through closing.

Account/Loan Number

Lender

Loan Balance

Lender 1

Address

Lender 1

City

Lender 1

State

Zip Code

Phone

Lender 1

Email

Lender 1

Fax

Lender 1

Payoff Lender 2

Second mortgage company to payoff through closing

Account/Loan Number

Lender 2

Loan Balance

Lender 2

Lender Address

Lender 2: Street, City, State, Zip

City

Lender 2

State

Zip Code

Phone

Lender 2

Email

Lender 2

Fax

Lender 2

Notes

Additional Information

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NOTICE: The information and materials on this website are provided for general informational purposes only, and do not constitute legal, tax, or accounting advice. We believe such information and materials to be accurate but make no warranty or guaranty to that effect. Anyone involved in a real estate transaction, business transaction, or other matter having legal or financial consequences is urged to retain and consult with their own legal, tax, and accounting advisors.